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FINA 3370 Course Outline

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47 views

FINA 3370 Course Outline

Uploaded by

John Cena
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Course Outline

FINA 3370 Introduction to Bloomberg and Reuters


2024-25 Term 1

COURSE DESCRIPTION SECTION


• This course is tailored for students seeking • FINA 3370: Session A Tue 09:30 – 12:15
to acquire the skills needed to effectively (CYT 409) Session B Tue 14:30 – 17:15
utilize Bloomberg Terminals and Thomson
Reuters Eikon for data collection and finan- INSTRUCTOR
cial analysis in both their academic studies
• Edwin, Mok Ka Ming
and professional careers.
• Phone: 3943-7758

• In this course, you will learn how to : • WhatsApp: 9839-2947

1. Use the Bloomberg Terminal • Wechat ID: edwinmkmwechat


2. Analyze the Financial Markets • Email: edwinmok@cuhk.edu.hk
3. Explore the Equity Market • Office Hours: Mon 13:00 — 14:00
4. Discover Fixed Income Market
• Office: CYT 852
5. Build and evaluate a Portfolio
LEARNING OUTCOME
6. Use the Thomson Reuters Eikon
1. Gain proficiency in navigating Bloomberg
7. Download Data with DataStream and Reuters Terminals.

ASSESSMENT
2. Explore the methods for interpreting the fi-
• Class Participation: Students can earn 15
nancial market using these terminals.
points for attending each class.

3. Master the process of bond valuation using


• Certificate Completion: An additional 25 terminal resources.
points will be awarded to students who suc-
cessfully complete the Bloomberg Market 4. Develop the capability to leverage the termi-
Concepts (BMC) certificate: nals for equity research and valuation.
• https://www.bloomberg.com/professional/
product/bloomberg-market-concepts/ 5. Acquire the skills to utilize Bloomberg's
tools in the role of a portfolio manager.

• This course is graded on a Pass/Fail basis. A


6. Learn how to download datasets from
"Pass" (P) grade will be given to students
DataStream for research purposes.
who score 75 points or more..

1
LEARNING ACTIVITIES
• A wide range of learning activities will be employed to facilitate student learning process: clas-
ses, cases studies, hand-on experience, real world applications, and in-class discussions.

ACCESS TO FINANCIAL LAB (CYT 409)


• Access to the Financial Laboratory (CYT 409) will be granted to students after the add/drop
period.
• During the first two weeks, students may request special approval from the instructor for ac-
cess to the Lab.
• Please adhere to the guidelines outlined in the "Regulations for Financial Lab" when utilizing
the Lab facilities.

FEEBACK FOR EVALUATION


• •Throughout the course, you can reach me via WhatsApp, WeChat, or email.

• •Feel free to contact me by sending a message that includes your class code and your pre-
ferred name. You can contact me by WhatsApp (9839 2947) and WeChat
(edwinmkmwechat).
 Please type your class code + Full Name + Preferred name

 i.e., FINA 3370, Chan Tai Man, Henry

PLAGIARISM

• Plagiarism is regarded as academic dishonesty. Plagiarism refers to a substantial copying of


other’s work without appropriate acknowledgement of the relevant source, aiming at using
others’ work as one’s own original work.

• Students are required to follow the rules and guidance regarding plagiarism. Students should
understand how sources should be referred to and how bibliography referencing should be
written. When there is evidence showing that a student fails to follow the rules and guidance,
disciplinary actions will be taken against the student.

ASSESSMENT RUBRICS

Grade Descriptors
P Satisfactory performance on the majority of learning outcomes, possibly with a
few weaknesses.
F Unsatisfactory performance on a number of learning outcomes, OR failure to
meet specified assessment requirements.

2
COURSE SCHEDULE
Class Content
1 Analyzing the Financial Markets
1. Logging in to the terminal
2. Using the command line and navigating the menus
3. Using the Menu key and using the search field
4. Manipulating amber fields and customizing screens using settings
5. Customizing a screen for a particular date in the past
6. Charting yields and manipulating charts
7. Exploring how to find functions to analyze the market.

Case Study 1: Financial Statements Analysis

2 Exploring the Equity Market


1. Screening stocks
2. Researching a company and graph its data
3. Exploring fundamentals and estimates
4. Comparing a company to its peers
5. Examining analyst recommendations
6. Performing technical analysis
7. Downloading data to Excel

Case Study 2: Equity Analysis & Valuation

3 Discovering Fixed Income


1. Identifying opportunities in the bond market
2. Examining G-spread a bond
3. Investigating credit worthiness of a company
4. Finding major credit holders for a company.
5. Analyzing bond yield
6. Exploring bond’s liquidity and pricing

Case Study 3: Fixed Income Analysis & Valuation

4 Building an Equity Portfolio


1. Discovering insights on the portfolio of the wealthiest investors
2. Creating our own portfolio
3. Analyzing portfolio performance and risk exposure
4. Estimating portfolio risk using Value-at-Risk

Case Study 4: Mergers & Acquisitions

5 Thomson Reuters Eikon and DataStream


1. Logging in to Thomson Reuters Eikon
2. Exploring available financial time series in the database
3. Understanding available data type for equities
4. Using the request function to download data for research use

Case Study 5: Rising Capital

3
• Given the time constraints, this course cannot cover all of the following materials.

• For students eager to delve deeper, additional learning resources are available to expand your
knowledge in Bloomberg and Reuters..

LEARNING MATERIALS—BLOOMBERG

• Bloomberg Market Concepts (BMC) library

 https://www.bloomberg.com/professional/product/bloomberg-
market-concepts/

 Please login with your Full name and CUHK email.

 Class Code: TWXJ29KNZD


• Modules • Case Studies
1. Economic Indicators* 1. Financial Statements Analysis^
2. Currencies* 2. Equity Valuation & Analysis^
3. Fixed Income* 3. Fixed Income Valuation & Analysis^
4. Equities* 4. Mergers & Acquisitions^
5. Terminal Basics^ 5. Raising Capital^
6. Commodities #
7. Equity Options #
8. Portfolio Management #

LEARNING MATERIALS—REUTERS
EIKON DataStream
• Refinitiv Training Resources

 https://training.refinitiv.com/cert/eikon/

 https://training.refinitiv.com/datastream/

• EIKON • DataStream
1. Getting Started^^ 1. Getting Started^^
2. Market Segments 2. Beyond the Basics
3. Eikon—Microsoft Office
4. Charts & Technical Analysis
5. DataStream

* BMC Certificate required ^ Covered in Class ^^ Covered partially in class


# For those who completed BMC certificate before the class, you can complete these three mod-
ules for the 25 points.

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